- Generated millions in business automation software sales in 2023 within a recently established team through building and maintaining relationships with enterprise clients, including Fortune 500 companies- Managed the end-to-end sales process, from initial customer engagement to solution onboarding; awarded recognition from my leadership for outstanding performance in managing complex deals - Led consultative client conversations, worked closely with client stakeholders to understand their needs, created and presented business cases, and developed digital transformation solutions to help accelerate growth, reduce costs, and elevate customer and employee experience - Collaborated with cross-functional internal teams and external partners to drive upselling and cross-selling initiatives that generated revenue from additional products and services- Acted as a licensing and pricing expert for software, including SaaS, providing proactive guidance on policies and recommendations to optimize licensing programs, resulting in reduced costs and increased efficiencies for clients- Successfully negotiated software renewals to regain over $250K in annual renewals previously lost- Created and presented client proposals and presentations, product marketing materials, and sales enablement resources- Received recognition from senior leadership for securing a large whitespace account win in 2023- AI-powered business automation software takes manual tasks out of the hands of humans to free up their time for more rewarding work. Our low-code capabilities include process mapping, process mining, task mining, Robotic Process Automation (RPA), document processing, workflow, decision management, content services, operational intelligence, and a generative AI assistant. We offer a modular set of integrated software so you can start small and scale, and we offer services to help you start. This complete, end-to-end solution can be used on prem, on public cloud, or on hybrid cloud

- Acted as a trusted financial advisor partnering with large clients in the banking industry to develop strategic leasing and financing solutions that optimized their cash flow and ROI, accelerating their access to new technology- Closed hundreds of millions in financing deals to support IBM’s growth in hardware, software, and services; awarded as a top performer with recognition from CEO- Executed pricing strategies to significantly increase profitability of deals - Received average Net Promoter Score (NPS) of 9.3 out of 10 from external clients- Led deal process through execution of complex transactions, modeled various pricing scenarios, managed client relationships, negotiated deal terms, and collaborated cross-functionally with Credit and other internal teams

Part of the MBA Leadership Development Rotational Program, which is designed to prepare the next generation of business leaders in the company. Completed six-month rotations in Risk Management, Strategy, Marketing, Pricing/Deal Structuring, and Legal divisions.

Strategic advisory firm acquired by Turner Broadcasting (WarnerMedia).

- Evaluated 20+ audio/video agreements and licensing standards and identified $250,000 in annual digital revenue opportunities for the team to pursue in deal negotiations- Analyzed a potential partnership with an early stage technology company and identified $1 million in projected first year profit, enabling the Senior Director to present a partnership proposal

- Managed a $200 million portfolio of credit commitments, primarily for private equity-backed acquisitions, within a newly created division; team met annual loan origination goal in six months- Managed 20+ relationships with clients’ senior management and private equity sponsors- Reported directly to the Managing Director and supervised junior staff in reviewing new deals, structuring transactions, creating financial models, conducting industry research, overseeing legal documentation, and developing credit reports for presentation to the credit committee- Led a project that standardized global cash flow modeling and analysis across all bank divisions by creating procedures that ensured bank’s compliance with Federal Reserve Board requirements- Implemented major upgrades to the bank’s financial modeling technology; collaborated with the external software vendor, managed a cross-functional team, and trained over 300 account officers; received achievement award from senior management for the project

- Led a project that improved borrowers’ covenant compliance by over 88% bank-wide- Created a risk rating conversion that streamlined the risk rating process for over 2,000 loans acquired during the bank’s acquisition of another bank; performed gap analyses and issued recommendations that were used to integrate the acquired bank in areas of risk rating and policy- In charge of managing and communicating all commercial loan policies (over 50) in the bank

- In charge of a newly created department. Supervised 3 staff to implement the bank’s new loan covenant monitoring technology, which ensured compliance with Federal Reserve Board standards- Conducted live training for over 300 users, saving the bank over $500,000 in training costs- Set up and managed over 8,000 loans in the bank’s new loan monitoring software within regulatory deadline; provided technical support to the entire bank

- Examined financial statements of SEC and Non-SEC clients in banking and consumer services industries in accordance with GAAP; supervised less experienced staff- Managed deliverables over financial statement areas including revenue, receivables and inventory- Reviewed companies’ business processes, information system operations, and internal controls